New Customer Check List

When upgrading to SalesStream™ Cloud EPOS there are some basic tasks and features which we strongly recommend you familiarise yourself with before ‘going live’ in your Store.

Installed EPOS/Till Software

  • Logging In – ensure that you (and any staff) can login to the EPOS/Till Software with your User Name and PIN Number
  • Printing a Receipt  – do your Company Contact Details, Logo etc. appear as you would expect/wish
  • Adding a Product/Item to the Sales Basket  – try Scanning a Barcode, manually entering a PLU and also using the Lookup Feature to search for and add Products to a Sale
  • Add a Department/Service Sale – simply enter the Value of the Department Sale using your keyboard/touchscreen and then click the relevant ‘Department/Service’ button from the bank of buttons on the top-right of the EPOS Screen
  • Alter a Line/Change Price or Qty
  • Printing a Receipt – do your Company Contact Details, Logo etc. appear as you would expect/wish
  • Discounts – please specify any Discount Reasons and default percentages for these

Cloud Management/Back Office

  • Logging In – ensure that you (and any staff) can login to the Back Office
  • Users + Operators – ensure that you have setup your Users with User Names, Permissions and PIN Numbers for the EPOS and Cloud Password if you wish them to have Back Office Access